Jobs → Data & Analytics → Investment Data Analyst

Investment Data Analyst

Bhagyashree YewleUnited StatesLEADPosted 3h ago
ExcelFactSetPerformance DataReference DataMarket Data
About the Role We are seeking an Investment Data Analyst to support investment data and performance-related initiatives. This role involves translating business requirements into data requirements and defining new reference-data attributes for portfolios, instruments, and other investment objects. Key Responsibilities • Translate business requirements into data requirements • Define new reference-data attributes for portfolios, instruments, and other investment objects • Support the collection, normalization, validation, and migration of historical performance data from legacy systems into FactSet • Work across the investment-performance data ecosystem, including portfolio setup, accounting data, performance generation, analytics, and reporting Requirements • Highly proficient in Excel • Comfortable working with large datasets, spreadsheets, and performance data • Experience with reference data and market data • Knowledge of investment performance workflows • Experience with FactSet or similar financial data platforms

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